Beacon Trust Services

Since 2009 Beacon Trust Services has partnered with Members Trust Company to provide local trust and investment management services such as:

Videos

Articles/Blogs

For estates big and small, don’t leave anything to chance. A variety of trusts exist that, unlike a will, allow you to avoid probate, court proceedings and to protect yourself while you’re still here.

  • QTIP Trust  Take care of your current spouse, as well as children from a previous relationship

  • Spendthrift Trust  Retain control over trust assets, even after you’re gone, so you can protect beneficiaries from squandering their inheritance 

  • Special Needs Trust  Protect your loved one with special needs’ eligibility for SSI and Medicaid, regardless of size of estate

  • Settlement Trust   Achieve the maximum financial protection and security for both short-term and long-term needs

  • Corporate Trustee   Preserve family harmony with professional management and distribution of assets according to your trust

Trust and investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution. This is for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult your attorney and/or accountant.

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David VanCamp

Trust Officer
(260) 563-7443, ext. 2013

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Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.  Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal.  This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

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